Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 307 results for "SMSF trustees"

Topdocs enhances platform with extended partnership

ALEX BURKE  |  WEDNESDAY, 24 JAN 2018
... Australian Group Insurances to provide quotes to users of the software. Lesh said the new functionality makes it easy for SMSF trustees to fulfil obligations about reporting life insurance requirements. The solution provides SMSFs online access to life ...

ATO toasts the "SMSF class of 2012"

ALEX BURKE  |  FRIDAY, 19 JAN 2018
... from 1 July 2017." "We have therefore decided to extend the lodgement date for 2016-17 SMSF annual returns so that SMSF trustees and their advisers can focus on these important matters," he said.

Marriage equality and the estate plan

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
... common amongst APRA-regulated funds, though similar clauses do exist in some self-managed super fund trust deeds. "SMSF trustees and all couples looking to wed will want to make sure estate planning documents are reviewed and updated where necessary ...

SuperConcepts launches admin tool

KARREN VERGARA  |  TUESDAY, 28 NOV 2017
... the time-consuming process of having to log on multiple times using multiple passwords. "Connected Services allows SMSF trustees to manage, implement, monitor and report on their investments, anywhere and at any time from the one place." Research SuperConcepts ...

ATO warns SMSFs about risky arrangements

KARREN VERGARA  |  FRIDAY, 17 NOV 2017
... retirement planning arrangements that could potentially be illegal. ATO deputy commissioner James O'Halloran urged SMSF trustees to be wary of considerations or approaches about arrangements that seem "too good to be true." The ATO called attention to ...

ATO affirms SMSF event-based reporting rules

KARREN VERGARA  |  FRIDAY, 10 NOV 2017
... Maroney welcomed the proposal at the time, saying with the introduction of the transfer balance cap, it would be in SMSF trustees' best interests to report information as soon as possible to prevent any notional earnings accruing in excess of the cap. ...

Fintech firm launches $7.5m IPO

ALEX BURKE  |  TUESDAY, 7 NOV 2017
... significant time savings through automation, they are now looking to expand their services to provide more value to their SMSF trustees." Ward added: "What is the point of outperforming the market if 90% of investors are outperforming you? It's all about ...

BGL enhances life insurance solution

KARREN VERGARA  |  MONDAY, 6 NOV 2017
... (AGI) to provide life insurance quotes. BGL managing director Ron Lesh said the new functionality makes it easy for SMSF trustees to fulfil obligations about reporting life insurance requirements. The solution provides SMSFs online access to life insurance ...

SMSFs narrow performance gap: Rainmaker

KARREN VERGARA  |  MONDAY, 9 OCT 2017
... Rainmaker SuperGuard 360 report shows. The SG360 SMSF reference index, which measures the post-fee investment return of SMSF trustees, delivered slightly lower returns (7.4% pa) compared to the SG360 default index (7.7% pa), which tracks APRA regulated ...

More time needed for TBAR transition: SMSFA

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
The SMSF Association is calling on the Australian Taxation Office to give SMSF trustees more time to adjust to the new Transfer Balance Account Report requirements, echoing member sentiment. In its submission to the ATO's Transfer Balance Cap and SMSF ...